Turning a qualified lead into a signed engagement letter usually means rewriting an old proposal by hand, hunting down current pricing language, and passing drafts back and forth for approval.
An automated version pulls deal details straight from the source record, assembles the proposal from current templates, and converts it into an engagement letter once approved.
The full workflow, from trigger to completion.
A deal stage change to 'Proposal Ready' starts the workflow automatically.
The drafting pulls deal data and the matching template to generate scope and deliverables text.
The automation fills in the client's pricing tier, payment terms, and start date from the deal record.
Renders the automation's draft into the firm's branded proposal document.
Deals over the value threshold route to the manager for a quick approval before sending.
Sends the approved document to the client for signature and tracks status.
The signed document and won status are written back to the deal record automatically.
A confirmation email goes to the rep and manager once the engagement letter is fully executed.
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